by WealthManagement.com | Jan 16, 2018 | COO Best Practices, Operations and Technology, PFI Related
Advisors have been asking Matt Sonnen, CEO of PFI Advisors, for an outsourced COO offering since he launched two years ago. He’s no longer fighting the market. PFI Advisors, a consultancy focused on transitioning $1 billion plus breakaway teams out of the wirehouses,...
